Manage SuccessBLOC assets

Who can use this feature?

  • Users who can view items within published SuccessBLOCs (per team) 
  • See more for advanced permissions, including who can and edit items, invite collaborators to, and publish SuccessBLOcs
  • Available on all plans

SuccessBLOC assets can be any of the following.

  1. Attachments: Links and files that support your processes, such as checklists, configuration documents, presentation templates
  2. Destination page: A custom landing page used in a campaign call to action
  3. Presentation template: A template used for generating account-specific presentations

You can also add assets to an account profile, which are typically specific to the account (e.g., SOW documents, contracts, QBRs, etc.) Unlike the account profile assets, you can also use folders to organize SuccessBLOC assets.

Add an attachment to a SuccessBLOC

SuccessBLOC attachments are typically links and files that support your processes,  such as checklists, configuration documents, presentation templates. 

The maximum file size is 50MB. Supported file types, such as PDF, XLSX, PPTX, DOCX, images, and more. Excluded file types include the following (for security reasons): .EXE, .BAT, .JS.

  1. Open the SuccessBLOC you want to modify.
  2. On the Assets tab, click + Upload Attachment.
  3. Drop files into the upload window, paste them, or click browse to locate the file:
    • My Device: Choose a local files to upload
    • OneDrive or Google Drive: Locate a document from a connected cloud-based repository (requires authentication)
    • Link: Save a link to any intranet or internet location.

    The attachment is available to any team member who can view the SuccessBLOC.

Global admins can enable virus scan within Settings > General. If virus scanning is enabled, assets uploaded are automatically scanned. You cannot upload any files that fail a virus scan. Scanning is provided by https://www.clamav.net/

Add a campaign destination page

A campaign destination page is a custom landing page referenced by a campaign button component or link (also known as a call to action or CTA).

For example, perhaps you send an email campaign inviting your customers to "Become a Speaker" for your annual conference. Clicking the CTA sends the recipient to a custom destination page, which thanks them for their interest and includes another optional CTA for confirmation.

Refer to this video for more use cases.

Campaign destination pages are not available on all plan types.

  1. Open the SuccessBLOC you want to modify.
  2. On the Assets tab, click + > Create Destination Page.
  3. Enter a page name and description.
  4. Choose design elements, such as background color and logo.
  5. Modify page content using the formatting toolbar.
  6. Optionally enable a Call to Action button, which includes button text, text color, button color, and confirmation message.
  7. Modify the page footer details, and optionally remove the Totango watermark.
  8. Optionally update account attributes, user attributes, or user actions based.

    If a Call to Action Button is defined, the page sends information to Totango on button click. If the button is not defined, the page sends information to Totango on page load.

  9. Click Save.
    The destination page appears in the Assets tab of the SuccessBLOC. The page is also available to select from any link or button in campaign content, including plain text content.

Add a QBR template to a SuccessBLOC

Presentation templates include pre-defined slides using dynamic data tags to help your teams create account-specific presentations on-the-fly. Storing a presentation template within a SuccessBLOC allows team members with access to choose the template whenever they build new presentations from the Quick Action bar on an account. 

  1. Open the SuccessBLOC you want to modify.
  2. On the Assets tab, click + Upload Attachment.
  3. Drop files into the upload window, paste them, or click browse to locate the file
  4.  
  5. Drop the file into the window or click browse to find the file.

    Acceptable file formats include .pptx; the system won't allow other file formats.

  6. Click Upload file.
    The template appears in the Assets tab of the SuccessBLOC. The template is also visible in the Generate Presentation window (from the Quick Action bar on an account). Team members can see the SuccessBLOC location where the template is stored and can preview prior to generating the presentation.
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Manage SuccessBLOC assets with folders

Optionally create custom folders to manage SuccessBLOC assets. Some folders are automatically created for you when you use features within the BLOC (e.g., create canvas snapshots, generate reports, etc.).

  1. Open the SuccessBLOC you want to modify.
  2. On the Assets tab, click + Create New Folder.
  3. Enter a folder name and description.
  4. Choose the location within the Assets tab (root or within another folder).
  5. Click Create.
  6. Select assets to move within desired folder.
  7. Click Move.

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